TurboTax Online
- Sign-in to your online account.
- Click on “Tax Tools” to the left hand side of the screen.
- A drop-down will appear. Click on “Share My File With Agent”.
- This will generate a message that a diagnostic copy will be created. Click “OK”. The tax file will then be sanitized and sent to us. This action will generate a Token Number
- Please respond directly to this message and provide the Token Number that was generated.
TurboTax Desktop
- Open your return.
- Click “Online” and select "Send Tax File to Agent".
- This will generate a message that a diagnostic copy will be created. Click “OK”. The tax file will then be sanitized and sent to us. This action will generate a Token Number
- Please respond directly to this message and provide the Token Number that was generated.